Private Wealth Manager,
Mark is a Wealth Advisor in The Ayco Company, L.P., a Goldman Sachs Company. He works in the Ayco Personal Advisor Service (APAS) division of the Investment Services Group. Prior to joining the APAS Team, Mark worked for nearly four years as a Private Wealth Manager at Bank of New York Mellon Wealth Management.
His professional career began in the high technology sector, serving in various marketing, sales, and sales management roles with Hewlett Packard and derivatives of the same company. He is responsible for architecting and implementing comprehensive wealth management solutions for high net worth individuals as well as families of multi-generational wealth. In his capacity as Director, Mark works tirelessly to deliver strategic thinking, balanced advice, and access to Ayco/ Goldman Sachs extensive resources in tax-efficient investment management, estate planning, and private banking services. He is a trusted advisor to clients in the Bay Area technology space and as such is expert in innovatively diversifying technology-concentrated portfolios.
Joined Board: 2008